Active vs. Passive Strategies
Which way have investors moved in this recession?
Tag: active management
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes of ‘uncompensated risk’ in a long-term equity portfolio.
Salesforce Ruling Offers Key Lessons About Revenue Sharing, Fee Litigation
The dismissal ruling pushes back against overly broad claims suggesting that actively managed mutual funds and revenue sharing are inherently imprudent in qualified retirement plans.
Latest ERISA Class Action Suit Echoes Many Others
The proposed class action lawsuit against TriNet HR follows the same template as numerous others filed by the law firm Capozzi Adler.
Media Company Latest to Face Legal Scrutiny Over Fidelity Freedom Funds
The case is yet another example of Employee Retirement Income Security Act (ERISA) litigation to question the use of actively managed default investments.
Consider How CITs Can Fit Into Your Practice
Collective investment trusts (CITs) can help clients address fee pressures, support an increased focus on fiduciary obligations, provide a means to build white-labeled investments and more.
Investment-Oriented
A Case for Both
The merits of passive vs. active management.
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Protection During Downturns
Managed accounts, age-appropriate TDFs can each be attractive.
Excessive Recordkeeping Fees Cited in Oshkosh ERISA Challenge
The lawsuit points to a variety of alleged fiduciary breaches related to the Oshkosh Corp.’s retirement plan’s investment and recordkeeping fees.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
The Case for ‘Blend’ TDFs
PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is particular logic to assigning the fixed income portion of the portfolio to active management due to outperformance.
With New ‘Sensible Fees,’ Westwood Seeks Active Fund Disruption
According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance objectives exceed the benchmark.
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
403(b) Plan Sponsors Reveal Investment Preferences in Survey
Plan advisers can help 403(b) plan sponsors looking for downside protection, active strategies and target-date funds (TDFs) that can be used as a decumulation vehicle in retirement.
Trendspotting
Equity Factor Investing
'Factors' help sponsors share their plan's liability profile
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Investment Product and Service Launches
intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds.
Target-Date Solutions Reach $1.77 Trillion in Assets
CIT-based solutions grew, while mutual fund-based solutions declined in 2018, according to Sway Research.
Most TDFs Are Actively Managed
Passively managed target-date funds make up a small universe
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will take shape in 2019.